Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2019-12-31
$34.44B
Positions
75
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↓ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VISA INC V | $2.82B | 8.19% | 15,006,334 | -256,965 | -1.68% | 8.44% | 2013-06-30 | $188 | ~$46 | +309.03% | |
| 2 | ALIBABA GROUP HLDG LTD BABA | $2.27B | 6.60% | 10,720,902 | -628,444 | -5.54% | 6.10% | 2014-09-30 | $212 | ~$97 | +119.30% | |
| 3 | AMAZON COM INC AMZN | $2.14B | 6.22% | 1,159,511 | -86,919 | -6.97% | 6.96% | 2013-06-30 | $1,848 | ~$516 | +258.02% | |
| 4 | EDWARDS LIFESCIENCES CORP EW | $1.42B | 4.11% | 6,069,559 | -1,330,525 | -17.98% | 5.23% | 2015-09-30 | $233 | ~$92 | +152.96% | |
| 5 | SERVICENOW INC NOW | $1.41B | 4.10% | 4,997,969 | -228,567 | -4.37% | 4.26% | 2016-06-30 | $282 | ~$91 | +211.18% | |
| 6 | ALPHABET INC GOOGL | $1.38B | 4.02% | 1,032,564 | -45,107 | -4.19% | 4.23% | 2015-12-31 | $1,339 | ~$801 | +67.18% | |
| 7 | NETFLIX INC NFLX | $1.37B | 3.98% | 4,236,730 | -591,826 | -12.26% | 4.15% | 2015-12-31 | $324 | ~$119 | +171.56% | |
| 8 | ILLUMINA INC ILMN | $1.14B | 3.30% | 3,429,899 | -102,335 | -2.90% | 3.45% | 2015-06-30 | $332 | ~$194 | +70.56% | |
| 9 | FACEBOOK INC META | $1.14B | 3.30% | 5,531,425 | -151,968 | -2.67% | 3.25% | 2013-06-30 | $205 | ~$37 | +458.19% | |
| 10 | ADOBE INC ADBE | $1.13B | 3.27% | 3,412,268 | +4,941 | +0.15% | 3.03% | 2014-09-30 | $330 | ~$71 | +362.76% | |
| 11 | MATCH GROUP INC MTCHEUR | $996.0M | 2.89% | 12,130,441 | +2,674,978 | +28.29% | 2.17% | 2018-12-31 | $82 | ~$52 | +59.39% | |
| 12 | WORKDAY INC WDAY | $912.4M | 2.65% | 5,548,377 | -208,571 | -3.62% | 3.15% | 2014-03-31 | $164 | ~$97 | +69.45% | |
| 13 | INTUIT INTU | $890.6M | 2.59% | 3,400,292 | +1,181,976 | +53.28% | 1.90% | 2017-03-31 | $262 | ~$241 | +8.84% | |
| 14 | ASML HOLDING N V | $873.8M | 2.54% | 2,952,534 | -95,569 | -3.14% | 2.43% | 2013-06-30 | $296 | ~$82 | +261.85% | |
| 15 | SALESFORCE COM INC CRM | $829.3M | 2.41% | 5,098,710 | -338,619 | -6.23% | 2.59% | 2013-06-30 | $163 | ~$42 | +283.23% | |
| 16 | COSTAR GROUP INC CSGP | $824.6M | 2.39% | 1,378,268 | -35,984 | -2.54% | 2.70% | 2014-12-31 | $598 | ~$267 | +124.00% | |
| 17 | ALIGN TECHNOLOGY INC ALGN | $816.1M | 2.37% | 2,924,588 | +87,856 | +3.10% | 1.65% | 2018-03-31 | $279 | ~$261 | +6.80% | |
| 18 | MICROSOFT CORP MSFT | $767.6M | 2.23% | 4,867,412 | +1,254,999 | +34.74% | 1.61% | 2014-09-30 | $158 | ~$139 | +13.42% | |
| 19 | ZOETIS INC ZTS | $736.7M | 2.14% | 5,566,610 | +1,805,709 | +48.01% | 1.51% | 2017-03-31 | $132 | ~$112 | +17.67% | |
| 20 | NIKE INC NKE | $691.9M | 2.01% | 6,829,175 | -299,157 | -4.20% | 2.15% | 2013-06-30 | $101 | ~$43 | +133.78% | |
| 21 | ATLASSIAN CORP PLC | $636.2M | 1.85% | 5,286,626 | -15,079 | -0.28% | 2.14% | 2018-06-30 | $120 | ~$72 | +68.17% | |
| 22 | SHOPIFY INC SHOP | $623.1M | 1.81% | 1,567,345 | -58,411 | -3.59% | 1.63% | 2017-03-31 | $398 | ~$68 | +483.90% | |
| 23 | SAREPTA THERAPEUTICS INC SRPT | $588.1M | 1.71% | 4,557,499 | +605,409 | +15.32% | 0.96% | 2018-09-30 | $129 | ~$137 | -5.93% | |
| 24 | SEA LTD SE | $578.3M | 1.68% | 14,378,050 | +9,132,636 | +174.11% | 0.52% | 2017-12-31 | $40 | ~$30 | +36.05% | |
| 25 | GALAPAGOS NV LKFT | $546.8M | 1.59% | 2,643,808 | -110,752 | -4.02% | 1.35% | 2017-06-30 | $207 | ~$86 | +139.23% | |
| 26 | TEXAS INSTRS INC TXN | $534.5M | 1.55% | 4,166,673 | +1,447,749 | +53.25% | 1.13% | 2019-03-31 | $128 | ~$123 | +4.40% | |
| 27 | APTIV PLC | $479.8M | 1.39% | 5,051,767 | +2,528 | +0.05% | 1.42% | 2018-03-31 | $95 | ~$71 | +33.74% | |
| 28 | MONSTER BEVERAGE CORP MNST | $467.7M | 1.36% | 7,359,544 | -2,529,592 | -25.58% | 1.85% | 2016-12-31 | $64 | ~$47 | +36.56% | |
| 29 | ABIOMED INC ABMDEUR | $416.4M | 1.21% | 2,441,076 | +500,246 | +25.77% | 1.11% | 2018-09-30 | $171 | ~$305 | -44.02% | |
| 30 | FLOOR & DECOR HLDGS INC FND | $393.4M | 1.14% | 7,743,412 | -203,774 | -2.56% | 1.31% | 2018-06-30 | $51 | ~$42 | +20.76% |